Legacy Wealth Managment »

Visa shares owned by Legacy Wealth Managment

Quarter-by-quarter ownership of Visa (V) shares owned by Legacy Wealth Managment from 13F filings

Historical chart of Legacy Wealth Managment investment in Visa

Tip: Access up to 7 years of quarterly data

All positions including Visa held by Legacy Wealth Managment consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Visa by Legacy Wealth Managment

Quarter filed Position value Share count Share price at filing
2024-09-30 $77k 248 309.48

More positions owned by Legacy Wealth Managment

NeoVo (NEOV)
Proshares Tr Bitcoin Etf (BITO)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Goldman Sachs Etf Tr Acces Treasury (GBIL)
Simplify Exchange Traded Fun Volatility Prem (SVOL)
Proshares Tr Ether Etf (EETH)
Devon Energy Corporation (DVN)
Fs Kkr Capital Corp (FSK)
Spdr S&p 500 Etf Tr Put Put Option (Principal) (SPY)
Ishares Tr Blackrock Ultra (ICSH)
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)
Uscf Etf Tr Gold Strategy (USG)
J P Morgan Exchange Traded F Income Etf (JPIE)
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)

View all positions for Legacy Wealth Managment

Top funds holding Visa

Vanguard Group
BlackRock
State Street Corporation
FMR
Morgan Stanley
T. Rowe Price Associates
Geode Capital Management
Capital Research and Management Company - Division 3
Capital World Investors
Bank of America Corporation
Alliancebernstein
Barclays
Northern Trust
TCI Fund Management
Goldman Sachs Group

View all funds holding Visa